Services, Resources and Information for
Foundations, Corporations, Individuals and Families
Note: Our address has changed to include the suite number. Please update your database(s) and send all future correspondence to the complete address:
White Pine Building
342 Fifth Avenue North, Suite 200
Bayport, MN 55003-4502
SRI is a for-profit, private family office, providing professional integrated philanthropic, financial, and individual services to its clients along with traditional wealth management services.
SRI is available to help you fulfill your philanthropic mission according to your priorities, by providing a wide range of services. We provide assistance to foundations, corporations and individuals. You maintain complete control over your philanthropic assets and giving decisions. The information you provide us with, as well as any service provided on your behalf, is held in total confidence.
SRI was created in 1996 by Christine and Sarah Andersen to promote their mutual interest in philanthropy – giving back to the community. That giving takes the form of sharing time, talent, and treasure. Along with their working partners at SRI, they believe strongly in “Building Community and Strengthening Families.”
SRI’s definition of Building Community involves supporting efforts to increase the capacity of the community. Sometimes that means addressing the causes of problems, working on prevention, developing citizenship and leadership skills, providing for immediate needs, and helping people work towards independence. These activities make the community more healthy, informed, safe, educated, productive, beautiful, inclusive, clean, caring, responsible and interdependent.